Jrp Capital Corp
- Regulatory AUM
- $109M
- Discretionary
- $108M
- Clients
- 165
- Avg AUM / client
- $658K
- Accounts
- 160
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2023
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 97 | $13.5M | 12.4% |
| High net worth individuals | 68 | $95.0M | 87.6% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luke, Troy, Luther | President | Nov 1996 (30y) | 25% – 50% |
Undisclosed: 50% – 75% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2023 | 1.56 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Event Detail: MISHANDLING OF A FIREARM IN A MOTOR VEHICLE Status: Final Disposition: PLEAD GUILTY TO MISDEMEANOR CHARGE OF ATTEMPTED IMPROPER HANDLING OF A FIREARM IN A MOTOR VEHICLE Summary: ON 5/28/2019 MS. WIGGINS WAS IN A MOTOR VEHICLE ACCIDENT, AT THAT TIME POLICE DISCOVERED THAT SHE HAD A LOADED FIREARM IN THE AUTO WITHOUT THE NECESSARY PERMITS. SHE HAD COMPLETED ALL THE NECESSARY CLASSES BUT HAD NOT SUBMITTED THE PAPERWORK. ON 7/17/2020 SHE AGREED TO A PLEA RESULTING IN A MISDEMEANOR CHARGE AND THE CASE BEING CLOSED.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- TD Ameritrade $111M (102% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2023.
View current Form ADV (SEC/IAPD) ↗